PensionTransferExpert.com

Independent Financial Adviser 4 Burkes Parade, Buckinghamshire, Beaconsfield, HP9 1NN
First meeting at adviser's own cost
Response rating
9.3/10
FCA verified
20th May 2019
**Pension Transfer Gold Standard holders** We love pensions! Personal pensions, Final salary pensions, SIPP's and SSAS's.
We can advise you on
    • Corporate pension
    • Group pensions
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Chris Broome FPFS
Owner & Chartered Financial Planner
Where to find us

4 Burkes Parade, Buckinghamshire, Beaconsfield, HP9 1NN

Make an enquiry
About us

At retirement, your whole financial life essentially collapses down to one binary question; will your money outlive you or will you outlive your money?

We are holders of the prestigious Pension Transfer Gold Standard, issued by the Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society.

Financial advice firms who adopt and promote this standard adhere to a set of principles. As a result you can be confident that you are dealing with an ethical adviser and professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension.

Our mission is to help people make the right kind of retirement plan. It’s a much shorter, less complicated conversation than you might expect.

Clients of ours know that, whilst it’s reassuring that we hold the prestigious chartered financial planning and pension transfer specialist accreditation's, our team is focused on helping you to answer the one overriding question we all have – ‘are we going to be ok?'

Our services

Expert financial planning overseen by highly qualified and competent chartered financial planners, covering off:

- Personal Pensions
- SIPPs
- SSAS
- Final Salary / Defined Benefit
- Retirement Planning

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

PensionTransferExpert . com is a trading style of Longhurst Limited. Longhurst Limited is an appointed representative of TenetConnect Ltd which is authorised and regulated by the Financial Conduct Authority. Tenet Connect Ltd is entered on the FCA register www.fca.org.uk/register under reference 149826. Registered in England and Wales under reference 11193790.

A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Information is based on current understanding of taxation legislation and regulations. Any levels and bases of, and reliefs from taxation, are subject to change.

The value of your investment can go down as well as up, and you can get back less than you originally invested.

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